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Mar 18, 2013
03/13
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CNBC
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i'm long apple but i'm also long google. i would have got sucked into selling it. >> when does the rotation happen for you? >> it's not going to happen for me. i would have bought more google but i felt as if i didn't have enough clarity right now. i want to see how the week plays out. >> pilot? >> i look at the energy space and for weeks for months we've been talking about just about every subsector, sector in energy. whether it's refiners. today was integrateds. conoco phillips is one of those names. c.o.p. this is not psx. conoco phillips the integrated space. plenty of upside buying in the calls. 60 strike calls in the weeklies. 18,000 in the first hour and a half was trading. marathon. another that spun off the refining business. we're seeing upside buying there as well in the july 39 calls. i like that energy space. i jumped in there. i've already been exposed through valero, tesoro, everything across the board. i love these italian graited names. >> timothy seymour. >> we took advantage of the spike in vol. especially
i'm long apple but i'm also long google. i would have got sucked into selling it. >> when does the rotation happen for you? >> it's not going to happen for me. i would have bought more google but i felt as if i didn't have enough clarity right now. i want to see how the week plays out. >> pilot? >> i look at the energy space and for weeks for months we've been talking about just about every subsector, sector in energy. whether it's refiners. today was integrateds. conoco...
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140
Mar 18, 2013
03/13
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FOXNEWSW
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some are coming out with wrist watches and google with the eyeglasses called google glass. videotapes, picture, sound, you can cruise the web on these things and all by voice command or by kind of nodding your head or eye movements. just before your eye there's a tiny screen the size of a pencil eraser and if you want to scroll through touch the arm of the glasses or nod your head. the big concern, this thing takes video picture and sound and instantly uploads them to the internet. so someone who is looking at you could easily be recording you without your knowledge. there's a mode on the thing where it takes a picture every five seconds and then those pictures are automatically sent back to google, right? it could violate the user's privacy because they're being tracked and everything they look at is being looked at by somebody else and retailers would really like to get a hold of that. now, google has already been involved in a few privacy issues we know about. they've issued a statement, saying i'm quoting here, it is still very early days for glass and we expect as with
some are coming out with wrist watches and google with the eyeglasses called google glass. videotapes, picture, sound, you can cruise the web on these things and all by voice command or by kind of nodding your head or eye movements. just before your eye there's a tiny screen the size of a pencil eraser and if you want to scroll through touch the arm of the glasses or nod your head. the big concern, this thing takes video picture and sound and instantly uploads them to the internet. so someone...
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Mar 18, 2013
03/13
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CNBC
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>> google was, frankly, was there a note last week that they didn't talk about, that google may have trouble making -- look, i'm just pointing out that there is an old -- new tech came under pressure last week at the same time that the western digitals and the sandesk. >> i can say something about google for a second? >> no. i'm sorry. 2 got zero play and nobody cared. i'm the only one that scared now it's ebay. >> and it came out with a big report that basically said in their testing, paid search which is 90% of google's revenue. >> yes. >> made no impact on click through rates or results. that basically free, just being out there with your meditags and everything else was just as good as paid search. it had all of these algorithms and i didn't understand half of it, but i understood the conclusion which was ebay saying paid search didn't really work for them. >> and ebay may have an investment. >> they may and i say take it with a grain of salt and i did find the report interesting if other companies figure out that jim cramer is in yellow at the top on google because you paid and
>> google was, frankly, was there a note last week that they didn't talk about, that google may have trouble making -- look, i'm just pointing out that there is an old -- new tech came under pressure last week at the same time that the western digitals and the sandesk. >> i can say something about google for a second? >> no. i'm sorry. 2 got zero play and nobody cared. i'm the only one that scared now it's ebay. >> and it came out with a big report that basically said in...
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Mar 18, 2013
03/13
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CNBC
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. >> would you play google in outline of this? you're not doing some other big tech names but that seems like a name that keeps going. >> they are still innovating. but when you look carefully you see a lot of innovation is being supplemented with acquisition. android was something they acquired. google is not quite at a stage where you see sisco and certain others. they're still innovating but forced to acquire. >> i'm going to throw one last name at you. polypore. >> it is a more controversial stock. it is certainly for investors that have a much longer range outlook in mind. polypore sells the separators that go inside lithium ion batteries. >> the things that boeing is trying to separate in terms of the cells? >> yeah. inside the cells it celebrates the cathode. polypore has great technology that might have prevented what happened to boeing. but they do not sell to boeing right now. it is much, much harder than consumer electronics. polypore better suits that market. what we think is exciting is the company will earn $2 accord
. >> would you play google in outline of this? you're not doing some other big tech names but that seems like a name that keeps going. >> they are still innovating. but when you look carefully you see a lot of innovation is being supplemented with acquisition. android was something they acquired. google is not quite at a stage where you see sisco and certain others. they're still innovating but forced to acquire. >> i'm going to throw one last name at you. polypore. >>...